Overview
In CMPOnline, imaging allows for documents, files, and pictures to be saved per case file for easy access. Images can be saved in a number of ways within Case Master. In this session, we will review the three most common: uploading images on the imaging screen directly, imaging documents generated within CMP, and adding images to activity notes.
Uploading Images
- First, navigate to Case File > Imaging.
- To add an image, click “Add New”.
- Select an image description, document date, and note if needed.
- Click within the blue box below to select files you wish to upload from your computer. You are also able to drag and drop images into this area.
- Click “Upload”.
Once uploaded, you can use the grid to view, sort, and export flies as necessary.
Imaging Generated Documents
CMPOnline allows you to image documents directly after generation. For help generating documents, visit our Basic Document Generation Help File or Contact Support.
- Generate a document.
- In the document editor, once the document has been generated, click “File”.
- You have two options for sending to imaging, send as a word document (.docx) or as a PDF (.pdf). Click the appropriate “Send to Imaging” button.
- Select an image description.
- Click “Save”.
- Move back to Case File > Imaging to ensure the document was imaged. You should see your document with corresponding description and name in the imaging grid.
Attaching Images to Activity Notes
CMPOnline now supports adding multiple images to a single activity note, making it easier to document and organize your information. For step-by-step instructions on this enhanced feature, please see Adding Multiple Images to an Activity Note.
Packaging and Sharing Images
CMPOnline also provides a function to package images together to make for easy transfer of multiple images across messaging. To learn more about this feature, please view our Image Sharing Help File.
